+98.0%
NI vs EVRG
+45.7%
+52.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -0.6% | -0.7% | +0.1% | 0.0% |
| 30D | -1.4% | 0.0% | -1.4% | -1.4% |
| 3M | -10.6% | -1.0% | -9.6% | -9.9% |
| 6M | -9.9% | +1.0% | -10.9% | -10.7% |
| YTD | +1.2% | +15.1% | -13.9% | -9.9% |
| 1Y | +4.4% | +17.6% | -13.2% | -8.7% |
| 3Y | +68.6% | +70.5% | -1.9% | +8.2% |
| 5Y | +98.0% | +48.9% | +49.1% | +40.4% |
| All | +98.0% | +45.7% | +52.3% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling